First Horizon1mo ago
New
New
Wealth Management Client Specialist
OperationsManagement
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Quick Summary
Overview
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills.
Technical Tools
OperationsManagement
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
Location & Eligibility
Where is the job
Metairie, United States
On-site at the office
Who can apply
US
Listing Details
- Posted
- April 7, 2026
- First seen
- May 6, 2026
- Last seen
- May 6, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 11%
- Scored at
- May 6, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application · ~5 min on First Horizon's site
Please let First Horizon know you found this job on Jobera.
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